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60 yr old starts converting part of TIRA funds to Roth annually on 1-1-2016, does each conversion have its own...

This week's Slott Report Mailbag looks at the proper titling on the IRA beneficiary form - and the headaches that ensue when the beneficiary form isn't properly filled out to meet the desires of the deceased and/or their beneficiaries - and answers how many trustee-to-trustee transfers an IRA account owner can do in one year.

Last week, we published a Special Report on the Back-Door Roth IRA. This week, we explore how a simple 401(k)-to-IRA rollover could dramatically change the tax impact of that transaction. Here’s how.

Dear Sir/Madam, If a grandmother makes a deposit directly to a grandson’s health savings account, does that amount count against...

We are all going to die someday. That is pretty much guaranteed. What is not guaranteed is who is going to inherit our “stuff?” We can use a will, a trust, and beneficiary forms. This story is about a man who did not use his beneficiary form.

My 96 year old mother passed away in May. I am her only child and sole beneficiary of her estate....

If you have an IRA and you are approaching retirement age, or if you are already in retirement, you are most likely familiar with the term “required minimum distribution (RMD).” But do you know how the rules work and what they mean for you as an IRA owner? Here are 10 facts about RMDs that every IRA owner should know.

Single Life Expectancy Table for Inherited IRAs Can someone explain how to use this table? Designated beneficiaries use this Single...

I am aware that you have to take RMDs if still working at an employer where you have a SIMPLE...

Hello Everyone, Can anyone provide background on this bill (H.R.2146 or P.L.114-26) and answer these few questions: 1. Is the...